Virtual CFO & Strategic Leadership
Get C-suite financial expertise without the C-suite price tag. Our Virtual CFO service provides fractional financial leadership for startups and growing businesses.
What's Included
📊 Financial Dashboard & KPI Tracking
Real-time visibility into your business metrics with monthly dashboards tracking revenue, burn rate, runway, and key performance indicators.
💰 Cash Flow Management
Cash runway analysis, burn rate optimization, and scenario planning to ensure you never run out of cash.
📈 Board-Ready Reporting
Professional board presentations and investor updates that demonstrate financial discipline and growth.
🎯 Strategic Financial Planning
Long-term financial modeling, scenario analysis, and strategic guidance for sustainable growth.
🔍 Budget vs Actual Analysis
Monthly variance analysis to identify trends, control costs, and optimize resource allocation.
🤝 CFO Advisory Calls
Regular strategic calls with experienced finance leaders to discuss challenges and opportunities.
📉 Financial Modeling
3-statement models, revenue forecasting, unit economics, and scenario analysis for fundraising.
📊 Custom KPI Dashboards
Industry-specific KPI tracking, real-time performance monitoring, and automated reporting.
🎤 Board Presentation Support
Investor deck financial slides, quarterly board materials, and executive presentation coaching.
Our Approaches
💼 Virtual CFO for Startups
Early-stage startups (Seed to Series A) need strategic financial guidance but can't afford full-time CFO.
💼 Virtual CFO for Growth-Stage Companies
Series A to Series B companies need strategic financial guidance for unit economics and burn management.
💼 Virtual CFO for Tech Startups
SaaS & Tech Companies need specialized metrics tracking and SaaS-specific financial management.
Ready to Upgrade Your Financial Leadership?
Schedule a free consultation to discuss your needs
Direct Tax Advisory & Planning
Comprehensive income tax planning, compliance, and optimization for individuals, businesses, and high-net-worth clients. Minimize tax liability while staying fully compliant.
Services Offered
📋 Income Tax Return Filing
ITR filing for individuals, businesses, and partnerships with accurate tax computation and timely submission.
💡 Tax Planning & Optimization
Strategic tax planning to minimize liability through deductions, exemptions, and smart structuring.
⚖️ Assessment & Scrutiny Support
Representation before tax authorities for scrutiny assessments, notices, and appeals.
💎 HNI Tax Advisory
Specialized tax planning for high-net-worth individuals with complex income sources.
🔄 Advance Tax & TDS Management
Quarterly advance tax calculations, payments, and TDS compliance management.
📝 Tax Litigation Support
Appellate representation before CIT(A), ITAT, and higher courts for tax disputes.
📅 Advance Tax Planning
Proactive year-end tax planning, income deferral strategies, and tax-saving investment structuring.
🛡️ Search & Seizure Defense
Legal representation during income tax raids, asset seizure defense, and settlement negotiations.
⚖️ Tax Dispute Resolution
Advance ruling applications, dispute resolution panel representation, and Vivad se Vishwas scheme support.
Our Approaches
📊 Startup Tax Planning & Strategy
Startups lack proactive tax planning, missing optimization opportunities and overpaying taxes.
💎 HNI Personal Tax Optimization
HNIs with diverse income sources lack integrated tax planning across investments, property, and business income.
🏢 Corporate Tax Compliance
Companies struggle with advance tax calculations, TDS compliance, and return filing deadlines.
Ready to Optimize Your Tax?
Get expert direct tax planning and compliance
Indirect Tax (GST) Advisory
Complete GST advisory from registration to refunds, compliance to litigation. Navigate India's complex indirect tax regime with confidence.
Services Offered
🏢 GST Registration & Compliance
GST registration, monthly/quarterly return filing (GSTR-1, GSTR-3B), and ongoing compliance.
💰 Input Tax Credit Optimization
ITC reconciliation, optimization, and recovery to reduce your GST liability.
🔄 GST Refund Assistance
Refund claims for exports, inverted duty structure, and excess ITC accumulation.
🔍 GST Audit & Assessment
GST audit support, assessment handling, and reconciliation with books of accounts.
⚖️ GST Litigation & Appeals
Representation for GST notices, adjudication orders, and appellate proceedings.
🌍 Multi-State GST Compliance
Complex multi-state registration, e-way bills, and inter-state supply management.
🚚 E-Way Bill Automation
Automated e-way bill generation, tracking, and renewal to prevent interstate transit issues.
🏥 GST Health Check
Comprehensive GST compliance audit, gap identification, and rectification roadmap.
💸 GST Refund Management
Proactive refund identification, documentation support, and follow-up with authorities.
Our Approaches
🌐 Multi-State GST Compliance
E-commerce businesses struggle with manual GST reconciliation across states, leading to errors and time-consuming compliance.
🏢 Centralized GST for Multi-Location
Multiple plants struggle with decentralized GST processes, missed ITC claims, and weeks on compliance.
🛒 Retail GST & Inventory Integration
Multi-outlet retailers have disconnected POS, bookkeeping, and GST systems causing prolonged month-end closing.
GST Compliance Made Easy
Let experts handle your indirect tax needs
Business Structuring & Tax Optimization
Strategic business structuring to minimize tax liability, optimize operations, and prepare for growth. Choose the right entity structure and reorganize for maximum efficiency.
Services Offered
🏢 Entity Selection & Formation
Choose optimal structure: Proprietorship, Partnership, LLP, Private Limited, or Holding Company.
🔄 Business Reorganization
Mergers, demergers, slump sales, and entity restructuring for tax efficiency.
👨👩👧👦 Family Wealth Structuring
HUF formation, family trusts, and holding structures for multi-generational wealth.
🌍 Holding Company Structures
Multi-tier holding structures for asset protection and tax optimization.
📊 Tax-Efficient Profit Distribution
Dividend vs salary structuring, profit extraction strategies for business owners.
🎯 Succession Planning
Business succession structures ensuring smooth ownership transfer across generations.
💼 Partnership to Company Conversion
Convert partnerships and sole proprietorships to corporate entities for growth and credibility.
🏗️ Special Purpose Vehicle (SPV) Setup
Create SPVs for joint ventures, projects, or asset isolation with optimal tax treatment.
⚖️ Cross-Border Structuring
International holding structures, tax treaty optimization, and FEMA-compliant entity design.
Our Approaches
🚀 Startup Entity Structuring
Founders unsure about optimal entity structure considering tax, compliance, and fundraising implications.
🏢 Group Reorganization Structuring
Business groups need to reorganize structure for better tax efficiency and operational clarity.
🏗️ Holding Company Setup
Growing businesses need holding company structure for managing multiple ventures and investments.
Structure for Success
Get the right business structure from day one
Startup Fundraising & Due Diligence Support
Prepare for investor scrutiny with validated financials, rigorous valuation models, and DD-ready documentation for Seed to Series B rounds.
How We Help
📊 Financial Model Validation
Stress test your financial projections, validate assumptions, and ensure investor-grade quality.
📁 Due Diligence Data Room
Organize and prepare comprehensive DD materials that withstand investor scrutiny.
💎 Valuation Analysis
DCF modeling, comparable company analysis, and fair market valuation for negotiations.
📑 Cap Table Management
Clean cap table maintenance and ESOP structuring for current and future rounds.
📝 Pitch Deck Financial Review
Validate financial slides in your pitch deck to ensure accuracy and investor confidence.
🤝 Investor Q&A Support
Prepare for and respond to investor questions during the DD process.
📈 Unit Economics Analysis
CAC, LTV, contribution margin analysis to prove business model viability to investors.
💼 Term Sheet Negotiation Support
Financial modeling for different deal structures and valuation scenarios.
🎯 Investor Targeting Strategy
Identify right-fit investors based on stage, sector, and check size preferences.
Our Approaches
💰 Pre-Series A Fundraise Prep
Startups preparing for institutional funding lack investor-grade financials and due diligence readiness.
📁 Series A+ Data Room Preparation
Series A+ rounds require comprehensive data rooms with institutional-grade documentation.
📊 Financial Modeling for Fundraising
Startups need robust financial models to justify valuation and demonstrate growth potential.
Raising Your Next Round?
We've helped startups raise capital
Finance Automation & AI Implementation
Eliminate manual drudgery and surface actionable insights using Python, AI, and cloud-based automation tools.
Automation Solutions
⚙️ Process Automation Consulting
Identify manual bottlenecks and design automated workflows for your finance operations.
🔄 AI-Powered Reconciliation
Automated bank reconciliation, invoice matching, and variance detection using AI.
🐍 Custom Python Scripts
Bespoke automation scripts for reporting, data extraction, and financial analysis.
☁️ Cloud Workflow Design
Design and implement cloud-based financial workflows with tools like Zapier, Make, and custom APIs.
🔗 ERP Integration
Connect and optimize your ERP systems for seamless data flow and reporting.
📊 Automated Reporting
Set up automated financial dashboards and reports that update in real-time.
🤖 RPA Implementation
Robotic Process Automation for repetitive finance tasks like data entry and invoice processing.
📧 Email-to-Data Automation
Extract financial data from emails automatically and push to accounting systems.
🔍 OCR & Document Processing
Intelligent document scanning, data extraction from invoices, and automated categorization.
Our Approaches
🤖 End-to-End Finance Automation
Growing companies have disconnected manual finance processes causing inefficiencies and errors.
💼 AP/AR Automation
Companies waste significant time on manual invoice processing, approvals, and collections.
💰 Expense Management Automation
Companies struggle with manual expense reporting, policy violations, and delayed reimbursements.
Ready to Automate Your Finance Function?
We've helped clients reduce month-end close from 15 days to 3 days
ESG & Sustainability Reporting
Quantify and report your Environmental, Social, and Governance impact to meet investor expectations and regulatory requirements.
ESG Services
📋 Framework Implementation
GRI, SASB, TCFD framework implementation tailored to your industry and stakeholders.
🌍 Carbon Footprint Measurement
Scope 1, 2, and 3 emissions measurement and carbon accounting.
👥 Social Impact Metrics
Document and quantify social impact including diversity, employee wellbeing, and community engagement.
✅ ESG Assurance
Third-party validation and assurance of ESG reports for credibility.
💰 Sustainability-Linked Finance
Structure financing tied to ESG performance metrics.
📊 ESG Reporting
Comprehensive annual ESG reports for investors and stakeholders.
🎯 BRSR Compliance
Business Responsibility and Sustainability Reporting for SEBI-regulated companies.
🌱 Net Zero Strategy
Develop carbon neutrality roadmaps, emission reduction targets, and offset strategies.
💎 ESG Rating Improvement
Improve ESG scores from rating agencies like MSCI, Sustainalytics, and CDP.
Our Approaches
🌱 ESG Reporting & Compliance
Companies face complex ESG reporting requirements with manual data collection across departments.
📋 ESG Framework Implementation
Companies starting ESG journey lack structured frameworks and measurement systems.
🌍 Carbon Accounting & Net-Zero Strategy
Companies need to measure and reduce carbon emissions but lack expertise in carbon accounting.
ESG is No Longer Optional
Start your sustainability journey today
Audit & Assurance Services
Statutory, internal, and forensic audits that go beyond compliance to provide genuine business insights and risk management.
Audit Services
🔍 Internal Audit
Risk-based internal audits to strengthen controls, detect fraud, and improve operations.
🔎 Forensic Audit
Investigation of financial irregularities, fraud detection, and litigation support.
📊 Management Audit
Evaluate efficiency of management systems and suggest operational improvements.
🏦 Bank Audit
Specialized bank branch audits and concurrent audit services.
⚖️ Compliance Audit
Regulatory compliance verification and gap analysis for industry-specific requirements.
💻 IT Systems Audit
Technology controls review, cybersecurity assessment, and data integrity verification.
📋 Operational Audit
Process efficiency evaluation, cost reduction opportunities, and operational excellence assessment.
🌐 Vendor Audit
Third-party vendor assessment, contract compliance verification, and supply chain risk evaluation.
🎯 Performance Audit
KPI validation, target achievement analysis, and performance improvement recommendations.
Our Approaches
✅ Audit-Ready Financial Systems
Financial institutions face lengthy audit prep due to manual data compilation from multiple systems.
🔍 Internal Audit Streamlining
Companies spend weeks on manual audit data collection, leading to inconsistent quality and resource drain.
📋 Statutory Audit Preparation
Annual statutory audits require weeks of preparation with document gathering and reconciliations.
Need a Thorough Audit?
Get comprehensive audit services with actionable insights
Corporate Governance & ROC Compliance
Company incorporation, annual compliance filings, board meetings, and secretarial services to keep your business legally compliant.
Governance Services
🏢 Company Incorporation
Private Limited, Public Limited, OPC, LLP, and Section 8 company registration.
📋 Annual ROC Filings
AOC-4, MGT-7, DIR-3 KYC, and other MCA annual compliance requirements.
📝 Board & AGM Support
Board meeting management, AGM conduct, and resolution drafting.
🔄 Company Changes
Name change, registered office change, director changes, and capital restructuring.
⚖️ Secretarial Compliance
Full secretarial compliance management including registers, minutes, and statutory filings.
🔒 Company Closure
Strike-off application, voluntary winding up, and liquidation services.
💼 ESOP Administration
Employee stock option plan design, implementation, and ongoing administration.
📄 Secretarial Audit
LODR compliance, secretarial audit under Section 204, and Form MR-3 reporting.
🎯 Corporate Compliance Calendar
Automated compliance tracking, deadline alerts, and regulatory update monitoring.
Our Approaches
⚖️ Board Governance Framework
Post-funding startups need professional board processes and governance frameworks.
📅 Compliance Calendar & Tracking
Companies miss compliance deadlines due to lack of centralized tracking and reminder systems.
📋 Corporate Policy Framework
Scaling companies lack documented policies leading to inconsistent decisions and governance gaps.
Stay Compliant with MCA
Never miss a compliance deadline again
Capital Advisory & Project Finance
DPR preparation, term loan syndication, working capital finance, and project financing solutions for business expansion.
Capital Solutions
📊 DPR Preparation
Detailed Project Reports for bank financing with market analysis and financial projections.
🏦 Debt Syndication
Term loans, working capital, and structured debt from banks and NBFCs.
🏗️ Project Finance
Long-term financing for infrastructure, manufacturing, and capital-intensive projects.
💳 Working Capital Solutions
Cash credit, overdraft, bill discounting, and invoice financing arrangements.
🌍 Government Schemes
Assistance with MUDRA loans, MSME schemes, and subsidy applications.
📈 Financial Feasibility
Feasibility studies and viability analysis for new projects and expansions.
💰 Equity Raise Advisory
Private equity, strategic investors, and family office capital raising support.
🔄 Debt Restructuring
Loan restructuring, refinancing, and CDR/OTS negotiations with lenders.
🎯 Credit Rating Advisory
Improve credit ratings, prepare for rating upgrades, and manage lender relationships.
Our Approaches
📊 Capital Structure Optimization
Companies need to optimize mix of equity, debt, and hybrid instruments for cost of capital and flexibility.
🏦 Debt Financing Strategy
Companies need to raise debt capital but lack understanding of optimal structures and lender requirements.
💰 Venture Debt Strategy
Startups want to extend runway between equity rounds without excessive dilution.
Need Capital for Growth?
We'll help you secure the right financing
Bookkeeping & Accounting Services
Day-to-day accounting, financial statements, and management reporting to keep your books clean and compliant.
Accounting Services
📖 Daily Bookkeeping
Recording all business transactions, bank reconciliation, and ledger maintenance.
📊 Financial Statements
Monthly, quarterly, and annual P&L, balance sheet, and cash flow statements.
📋 Accounts Payable/Receivable
Vendor payment tracking, customer invoice management, and collections support.
🔄 Bank Reconciliation
Monthly bank statement reconciliation to ensure accuracy.
📈 Management Reports
Monthly MIS reports with expense analysis and variance reporting.
💻 Cloud Accounting Setup
Implementation of Tally, QuickBooks, Zoho Books, or other accounting software.
💰 Expense Management
Automated expense tracking, approval workflows, and reimbursement processing.
📦 Inventory Accounting
Stock valuation, FIFO/LIFO methods, and inventory reconciliation.
🔍 Financial Clean-Up
Catch-up bookkeeping, historical data correction, and account reconciliation.
Our Approaches
🚀 Bookkeeping Automation for SaaS
Fast-growing SaaS companies face manual data entry, bookkeeping backlogs, and lack of real-time financial visibility.
💼 Professional Services Bookkeeping
Consulting firms face bookkeeping backlogs, categorization errors, and delayed reporting due to manual processes.
🛍️ Multi-Channel E-Commerce Bookkeeping
E-commerce brands selling on multiple platforms face complex revenue reconciliation across channels.
Outsource Your Accounting
Focus on your business while we handle the books
Payroll Processing & Management
End-to-end payroll services with statutory compliance, from salary processing to PF/ESI/PT filings and Form 16 generation.
Payroll Services
💰 Salary Processing
Monthly payroll processing with attendance integration and automated salary calculations.
📋 Statutory Compliance
PF, ESI, Professional Tax, and Labour Welfare Fund registrations and returns.
📄 Form 16 & 12BA
Annual Form 16 generation and quarterly TDS return filing for employees.
📊 Payroll Reports
Detailed payroll registers, cost-to-company analysis, and department-wise reports.
🏦 Direct Deposit
Automated salary bank transfer processing and payslip generation.
⚙️ Payroll Software Setup
Implementation of modern payroll systems with self-service portals.
👥 Employee Onboarding/Exit
Full & final settlement, gratuity calculation, and new hire payroll setup.
💳 Reimbursement Processing
Travel, medical, and expense reimbursements with policy compliance checks.
🎯 Bonus & Incentive Management
Variable pay calculations, performance bonus processing, and commission tracking.
Our Approaches
🌐 Multi-State Payroll Compliance
Companies with employees across states face complex payroll with varying PT rules and compliance requirements.
💼 Distributed Team Payroll
Distributed teams struggle with multi-state payroll, varying compliance, and error-prone manual calculations.
👥 Contract Worker Management
Companies with large contractor workforce struggle with payment tracking and TDS compliance.
Simplify Your Payroll
Error-free payroll processing every month
Fractional CFO for Mid-Market Companies
Senior CFO expertise on a flexible, part-time basis for established businesses. Get C-suite financial leadership without the full-time cost.
Fractional CFO Services
📊 Strategic Planning
Long-term financial strategy, capital allocation, and growth roadmap planning.
💼 Board Reporting
Board-level financial presentations, KPI dashboards, and executive summaries.
🏢 Business Unit P&L
Division-level profitability analysis, cost center management, and transfer pricing.
💰 Cash Management
Working capital optimization, cash flow forecasting, and treasury management.
📈 M&A Support
Acquisition target evaluation, merger integration, and post-deal performance tracking.
👥 Team Leadership
Finance team mentoring, process improvement, and capability building.
🎯 KPI Framework Design
Build comprehensive KPI systems aligned with business strategy and investor expectations.
💡 FP&A Leadership
Financial planning & analysis, budgeting, forecasting, and variance analysis leadership.
⚖️ Risk Management
Enterprise risk assessment, hedging strategies, and financial risk mitigation.
Our Approaches
👔 Fractional CFO for SMEs
SMEs need part-time strategic CFO support for specific projects or growth phases.
🔄 Fractional CFO for Financial Restructuring
Companies facing financial stress need expert guidance to restructure and stabilize operations.
📈 Fractional CFO for IPO Preparation
Companies planning IPO need financial systems and controls that meet public market standards.
Elevate Your Financial Leadership
₹50Cr-₹500Cr revenue companies
M&A Due Diligence Services
Comprehensive financial, tax, and legal due diligence for acquisitions, mergers, and investments. Uncover risks before you sign.
Due Diligence Services
📋 Financial DD
Historical financials review, quality of earnings analysis, and working capital assessment.
💼 Tax DD
Tax compliance review, exposure identification, and contingent liability assessment.
📊 Commercial DD
Revenue quality analysis, customer concentration risk, and contract review.
⚖️ Legal DD Support
Coordination with legal counsel, regulatory compliance review, and litigation assessment.
🎯 Red Flag Report
Risk prioritization, deal-breaker identification, and negotiation leverage points.
💰 Valuation Support
Financial model validation, assumption testing, and price justification.
🔍 Operational DD
Process efficiency review, technology stack assessment, and operational risk identification.
📄 Vendor & Customer DD
Key relationship analysis, contract terms review, and dependency risk assessment.
💡 Post-Merger Integration
Integration planning, synergy tracking, and 100-day plan execution support.
Our Approaches
🔍 M&A Financial Due Diligence
Buyers need comprehensive financial analysis of target companies before acquisition decisions.
💼 M&A Tax Due Diligence
Buyers need to identify tax risks and contingent liabilities before completing acquisitions.
🔄 Post-Merger Integration
Post-acquisition companies struggle to integrate financial systems and achieve synergies.
De-Risk Your Next Acquisition
Know what you're buying before you commit
Crypto Tax Advisory & Compliance
Navigate India's evolving crypto tax landscape. Expert guidance on Section 115BBH, VDA reporting, TDS compliance, and optimization strategies.
Crypto Tax Services
📊 Transaction Tracking
Automated crypto transaction reconciliation across exchanges, wallets, and DeFi protocols.
💰 30% Tax Calculation
Section 115BBH compliant profit calculation with proper cost basis allocation.
📋 1% TDS Compliance
TDS on crypto sales/transfers, Form 26QE filing, and certificate issuance.
🌍 International Reporting
Foreign crypto exchange reporting, FEMA compliance, and Schedule FA/FSI preparation.
⚖️ Tax Optimization
Legal structures for crypto businesses, offshore entity setup, and compliance strategies.
🛡️ Notice Defense
Income tax notice handling, assessment representation, and litigation support.
🔗 DeFi Taxation
Yield farming, staking rewards, liquidity pools, and NFT transaction tax treatment.
💼 Crypto Business GST
GST on crypto exchange services, mining income, and Web3 business operations.
📈 Portfolio Reconciliation
Multi-exchange portfolio tracking, FIFO/LIFO cost basis, and profit/loss reporting.
Our Approaches
₿ Cryptocurrency Tax Compliance
Crypto investors struggle with tracking transactions across exchanges and calculating tax liability.
📊 Crypto Trading P&L Analysis
Active crypto traders need detailed P&L analysis across thousands of transactions and wallets.
🎨 NFT & DeFi Taxation
NFT and DeFi participants face complex tax implications from staking, yield farming, and NFT sales.
Stay Compliant in Crypto
For traders, investors, and Web3 companies
International Tax Planning
Cross-border tax optimization for global businesses. Navigate DTAA, transfer pricing, withholding taxes, and permanent establishment risks.
International Tax Services
🌐 DTAA Optimization
Tax treaty benefit claims, lower withholding tax rates, and Form 10F compliance.
💼 Overseas Entity Setup
Singapore, Dubai, US entity structuring for tax-efficient international operations.
📊 Transfer Pricing
Intercompany pricing policies, TP documentation, and safe harbor compliance.
🏢 PE Risk Management
Permanent establishment assessment, business connection analysis, and POEM compliance.
💰 Repatriation Planning
Dividend repatriation, loan structuring, and FEMA compliance for fund transfers.
🌍 Global Mobility Tax
Expat taxation, residential status planning, and NRI/OCI tax compliance.
📋 BEPS Compliance
Base Erosion & Profit Shifting documentation, Country-by-Country Reporting (CbCR), and MLI compliance.
💵 Inbound Investment Structuring
Foreign investment routing, Mauritius/Singapore treaties, and ODI/FDI compliance.
🎯 Equalization Levy
Digital services tax compliance for tech companies with international revenues.
Our Approaches
🌍 Cross-Border Tax Planning
Companies with international operations face complex tax treaties, transfer pricing, and withholding taxes.
📋 Transfer Pricing Documentation
Companies with related party transactions need comprehensive transfer pricing documentation.
🤝 Tax Treaty Optimization
Companies miss opportunities to optimize tax using Double Taxation Avoidance Agreements.
Expand Globally, Tax Efficiently
For companies with international operations
Corporate Restructuring & Reorganization
Tax-neutral restructuring for business evolution. Mergers, demergers, slump sales, and entity conversions executed seamlessly.
Restructuring Services
🔀 Merger & Demerger
Section 230-232 scheme preparation, NCLT filing, and tax-neutral execution.
💼 Slump Sale Structuring
Business transfer as going concern, Section 50B compliance, and valuation support.
🏢 Entity Conversion
Partnership to company, LLP to Pvt Ltd, and sole proprietorship conversions.
📊 Group Simplification
Complex group structure rationalization, holding company setup, and subsidiary consolidation.
⚖️ Tax Impact Analysis
Restructuring scenarios modeling, capital gains optimization, and MAT/AMT planning.
📋 Regulatory Approvals
NCLT, RoC, SEBI, sectoral regulator approvals and compliance management.
🔄 Spin-Off Advisory
Business unit separation, subsidiary carve-outs, and brand spin-off structuring.
💡 Reverse Merger Planning
Subsidiary to parent merger, group simplification, and loss utilization strategies.
📄 Scheme Documentation
Complete scheme drafting, shareholder approval, creditor consent, and court filings.
Our Approaches
🔀 Tax-Efficient Merger Planning
Companies planning mergers need tax-efficient structuring to avoid adverse tax implications.
📊 Business Demerger Strategy
Companies need to separate business verticals while maintaining tax efficiency and shareholder value.
💼 Slump Sale & Asset Transfer
Companies transferring business divisions need optimal structuring between slump sale and asset transfers.
Restructure for Growth
Evolve your corporate structure
Business Valuation Services
Independent, defensible valuations for fundraising, M&A, ESOPs, and tax compliance. SEBI/RBI/Income Tax approved methodologies.
Valuation Services
📊 409A ESOP Valuation
Fair market value determination for stock options, Section 56 compliance, safe harbor reporting.
💰 Pre-Money Valuation
Fundraising valuation reports for angel, VC, and PE investors with DCF and comparable analysis.
🏢 M&A Valuation
Buy-side and sell-side fairness opinions, synergy analysis, and price justification.
⚖️ Tax Compliance Valuation
Section 56(2)(viib) angel tax, Section 50CA capital gains, and Section 92 TP valuations.
🔍 Financial Reporting Valuation
Ind AS 113 fair value, purchase price allocation, and intangible asset valuation.
📈 Periodic Valuation Updates
Quarterly/annual valuation refresh for ESOP, investor reporting, and internal benchmarking.
🎯 Intangible Asset Valuation
Brand, IP, customer relationships, technology, and goodwill valuation for M&A and reporting.
💎 Enterprise Value Assessment
Total company valuation using DCF, multiples, asset-based, and precedent transaction methods.
📋 Litigation Support Valuation
Expert witness services, shareholder dispute valuations, and damage quantification.
Our Approaches
🚀 Startup Valuation Modeling
Startups need credible valuations for fundraising, ESOP grants, or secondary transactions.
💼 ESOP Valuation & Compliance
Startups need regular ESOP valuations for grants, vesting, and tax compliance.
🔍 M&A Transaction Valuation
Parties in M&A transactions need independent valuations to negotiate fair pricing.
Know Your Worth
Defensible valuations you can rely on